Introducing Agent Ultra - a step change in deep research
Agent Ultra orchestrates swarms of agents to perform exhaustive research, build comprehensive lists, and answer questions requiring thousands of sources.
In both evals and vibes, it's state of the art
I agree with Dario that we need to pace the frontier. This has been a primary topic of discussions we've had at OpenAI in recent weeks.
Committing to having independent evaluators with employee-like access is a great idea, and we will do the same. We'll have more to share soon.
I resigned from Anthropic today. I spent the last three years doing pretraining research at both OpenAI and Anthropic. Neither company is acting responsibly. They are racing straight to self-improving superintelligence and gambling with our lives. More thoughts below.
I’m Noah, the founder of Instinct.
Instinct is a personal agent that we’ve been building for the past few months. The interface is simple: there are no new interfaces. You can text or call it. It's trained to use a phone and a computer in the same way that humans do. Instinct combines simplicity with extreme capability.
I’m thrilled with everything our early users are doing with Instinct. They’ve told us they’ve planned cross-country road trips, bought weekly groceries and concert tickets, and cancelled hundreds of dollars of subscriptions. Someone’s even planning their wedding with Instinct.
We want to make Instinct the best personal agent for all of you. It’s available in an invite-only beta program while we’re actively bringing up more compute. I’m excited to see what you all do with it.
https://t.co/lVra3kd4TT
Today we're announcing our $40M Series A at a $400M valuation, led by @a16z , with participation from existing investors @8vc, @pearvc, and @BloombergBeta and new investors @HRTVentures and @nextladder.
Alongside the fundraise, three more announcements:
- Vals Smith: is now generally available. Anyone can create a custom coding benchmark from any GitHub repo with 120 free credits to get started.
- Frontier Risk Benchmarks: We are releasing the RSI Index in collaboration with @CoreWeave and just launched ReverseEngBench, a new cyber benchmark built with Columbia University, Tufts University, UC Berkeley, and UCLA. We are also sharing our initial work in mental health, with more to come across environmental impact, military, and biosecurity.
- Website + Vals Index 2.0: We completely rebuilt the Vals website and have released Vals Index 2.0, with coverage of more of the economy.
Our revenue has already grown 8x compared to all of 2025. Our customer base doubled and the team tripled in 6 months. Our results have been cited in model cards from OpenAI, Anthropic, Google, Meta, and xAI.
The AI economy runs on self-reported grades. When a model ships, the scores come from the company that built it. No other trillion-dollar industry works this way. Finance has ratings agencies. Medicine has the FDA. AI has vibes and vendor benchmarks. We built Vals to be the independent evaluation layer the industry is missing.
Check out our new website and try Vals Smith!
Last week, Exa took over SF's Pioneer Building, previously home to Stripe, OpenAI, and most recently xAI.
Elon assembled the Colossus cluster here (his mattress was still lying there during our tour).
Alec Radford trained GPT-3 here.
The Collison brothers built the web's financial backbone here.
They were all infra companies:
Stripe -> Financial infra
OpenAI -> Intelligence infra
xAI -> Compute infra
Each entered Pioneer as a small startup with enormous ambitions and left as a foundational layer for the world.
Exa -> Information infra
We entered Pioneer as web search for agents, but by the time we leave we'll have organized all the world's data into a foundational information layer.
This will require things like deploying satellites, new misinformation detection algorithms, and embedding retrieval on an outrageous scale. Whatever is necessary to keep billions of people and trillions of AIs as informed as possible.
A trusted information ecosystem is necessary to safely navigate this chaotic AI era, an era that was set in motion by our previous occupants.